Ep. 7 Make a Huge Impact on your Clients with Help from a B/D - an Interview with Dave Bibo, Co-Founder of Western International Securities

It is no surprise that advisors need to make a huge impact on the lives of their clients if they want to have an ideal advisory practice.  But how do you do it?  

Every advisor has access to trading systems but what are the other technologies, best practices, and support that you need to make that huge impact and make your business run smoothly?  

To answer those questions, in this episode we'll interview Mr. Dave Bibo, co-founder of Western International Securities, a broker/dealer headquartered in Pasadena, CA.  In addition to his roles in business development and helping advisors, he is also serving on the board where he champions the adoption of new technology and support initiatives.  During the interview he will share his insights on the state of the industry from both the B/D and the advisor viewpoint regarding how best to serve clients of all ages and income levels.  We'll discuss the role WIS plays in supporting their advisors to use best practices and the most impactful systems.  And lastly, we'll explore how advisors can help their clients better cope with the current economic turmoil.